Putnam Investment Management, LLC

Putnam Investment Management, LLC (CRD# 106629) is a financial advisory firm headquartered in Boston, MA. They manage $85,501,398,575 in 123 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    85,501
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $695,133,322
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, LA, MA, NE, NH, TX, WA

Financial Advisors at Putnam Investment Management, LLC
Showing 1 - 10 of 139 top financial advisors.
1
Albert J. Angelus
CRD#: 2685212
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Albert Angelus (CRD# 2685212) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 22 years of experience in the finance industry.

2
James C. Axford
CRD#: 1999618
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

James Axford (CRD# 1999618) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 21 years of experience in the finance industry.

3
Warren W. Babcock
CRD#: 1244281
7 Shattuck Road, Andover, MA 01810
93
Wealthminder
score

Warren Babcock (CRD# 1244281) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Andover, MA and has over 34 years of experience in the finance industry.

4
Caitlin G. Baggeroer
CRD#: 5885751
7 Shattuck Road, Andover, MA 01810
93
Wealthminder
score

Caitlin Baggeroer (CRD# 5885751) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Andover, MA and has over 7 years of experience in the finance industry.

5
Daniel M. Ballou
CRD#: 6005113
7 Shattuck Road, Andover, MA 01810
93
Wealthminder
score

Daniel Ballou (CRD# 6005113) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Andover, MA and has over 5 years of experience in the finance industry.

6
William E. Barnett
CRD#: 2295807
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

William Barnett (CRD# 2295807) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 25 years of experience in the finance industry.

7
Richard S. Borden
CRD#: 2704913
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Richard Borden (CRD# 2704913) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 20 years of experience in the finance industry.

8
Jerry W. Boucher
CRD#: 4298762
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Jerry Boucher (CRD# 4298762) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 14 years of experience in the finance industry.

9
Matthew W. Brown
CRD#: 2447285
7 Shattuck Road, Andover, MA 01810
93
Wealthminder
score

Matthew Brown (CRD# 2447285) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Andover, MA and has over 24 years of experience in the finance industry.

10
Jacob D. Carlson
CRD#: 6087854
One Post Office Square, Boston, MA 02109
93
Wealthminder
score

Jacob Carlson (CRD# 6087854) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 5 years of experience in the finance industry.

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